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ITUB — ITAU UNIBANCO HLDG S A

Reported value held$4.08B
Funds holding (latest)48
SectorFinancials
Funds holding (Q2 2026)37
Institutional value$3.59B · 460.45M sh
New / Add / Cut / Exit3 / 12 / 21 / 1
Top-5 / Top-10 concentration60.1% / 83.6%
Institutional holdings change Accumulating +3.9% (+17.12M sh)
Institutional value change Up +1.3%

As of Q2 2026, 37 SEC-registered investment managers reported holding ITUB (ITAU UNIBANCO HLDG S A) in their latest 13F filings, with a combined reported value of $3.59B across 460.45M shares. That is +3.9% by share count (+17.12M shares) versus the previous quarter, while reported value moved +1.3%. Ownership is concentrated: the five largest holders account for 60.1% of reported value and the top ten for 83.6%.

Compared with the prior quarter, 3 opened new positions, 12 added to existing stakes, 21 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

ITUB is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 37 funds

FundSharesValuePortfolio WeightChange
Capital Research Global Investors history 94.96M $775.84M 0.11% Add
Arrowstreet Capital history 45.30M $370.12M 0.16% Reduce
BlackRock Inc history 43.66M $356.71M 0.01% Reduce
JPMorgan Chase & Co history 43.34M $356.30M 0.04% New
Fidelity Management & Research (FMR) history 36.56M $298.70M 0.01% Reduce
Franklin Resources history 34.35M $280.62M 0.06% Add
Bank of America Corp history 22.29M $182.14M 0.01% Add
Dodge & Cox history 18.19M $148.57M 0.08% Reduce
Goldman Sachs Group history 14.10M $115.21M 0.01% Reduce
Two Sigma Investments history 14.05M $114.79M 0.09% Reduce
Morgan Stanley history 11.45M $93.57M 0.01% Reduce
Baillie Gifford & Co history 7.15M $58.39M 0.05% Reduce
Capital World Investors history 6.27M $51.20M 0.01% Hold
UBS Group AG history 5.93M $48.45M 0.01% Reduce
Northern Trust Corp history 5.41M $44.22M 0.01% Reduce
Amundi US history 5.29M $43.19M 0.01% Add
Lazard Asset Management history 5.01M $40.96M 0.06% Reduce
Invesco Ltd history 4.79M $39.16M 0.00% Add
Point72 Asset Management history 4.55M $37.14M 0.04% New
First Eagle Investment Management history 3.54M $28.89M 0.05% Add
Wellington Management Group history 3.24M $26.43M 0.01% Reduce
Citadel Advisors history 2.97M $24.23M 0.00% Add
Legal & General Investment Management America history 2.28M $18.64M 0.00% Reduce
Marshall Wace history 1.80M $14.73M 0.01% Add
Oaktree Capital Management history 837.35K $6.84M 11.84% Add
Wells Fargo & Co history 836.21K $6.83M 0.00% Add
BNY Mellon history 161.26K $1.32M 0.00% Reduce
PNC Financial Services history 123.30K $1.01M 0.00% Reduce
Balyasny Asset Management history 120.12K $981.38K 0.00% Reduce
Citigroup Inc history 92.14K $752.80K 0.00% Reduce
Baron Funds history 83.97K $686.00K 0.00% New
AQR Capital Management history 83.07K $678.67K 0.00% Reduce
Pzena Investment Management history 80.24K $655.57K 0.00% Reduce
Geode Capital Management history 66.22K $540.98K 0.00% Add
MFS Investment Management history 42.63K $329.73K 0.00% Reduce
T. Rowe Price Associates history 21.44M $175.17K 0.02% Add
Deutsche Bank AG history 7.60K $62.11K 0.00% Reduce

Q1 2026 — 35 funds

FundSharesValuePortfolio WeightChange
Capital Research Global Investors history 84.61M $708.88M 0.11% Add
Arrowstreet Capital history 55.48M $464.94M 0.25% Reduce
BlackRock Inc history 55.20M $462.59M 0.01% Add
Fidelity Management & Research (FMR) history 46.16M $386.85M 0.02% Reduce
Franklin Resources history 33.99M $284.82M 0.07% Add
Two Sigma Investments history 20.09M $168.34M 0.14% Add
Dodge & Cox history 19.17M $160.64M 0.09% Hold
Wellington Management Group history 15.43M $129.28M 0.03% Reduce
Goldman Sachs Group history 15.34M $128.57M 0.01% Add
Morgan Stanley history 12.18M $102.06M 0.01% Add
Bank of America Corp history 10.52M $88.18M 0.01% Add
Baillie Gifford & Co history 8.23M $68.98M 0.07% Reduce
UBS Group AG history 6.40M $53.66M 0.01% Add
Capital World Investors history 6.26M $52.48M 0.01% Reduce
Northern Trust Corp history 5.60M $46.89M 0.01% Hold
Lazard Asset Management history 5.20M $43.59M 0.07% Add
Renaissance Technologies history 4.89M $41.02M 0.06% Reduce
Amundi US history 4.00M $33.55M 0.01% Add
Invesco Ltd history 3.83M $32.09M 0.01% Add
First Eagle Investment Management history 3.31M $27.76M 0.04% Add
Legal & General Investment Management America history 2.58M $21.62M 0.01% Hold
Wells Fargo & Co history 822.71K $6.89M 0.00% Reduce
Citigroup Inc history 807.20K $6.76M 0.00% Add
Oaktree Capital Management history 761.83K $6.38M 11.21% Reduce
AQR Capital Management history 465.71K $3.90M 0.00% Add
Pzena Investment Management history 225.16K $1.89M 0.01% Hold
Balyasny Asset Management history 192.58K $1.61M 0.00% Reduce
Marshall Wace history 179.35K $1.50M 0.00% Reduce
Deutsche Bank AG history 163.70K $1.37M 0.00% Add
BNY Mellon history 163.56K $1.37M 0.00% Reduce
PNC Financial Services history 125.64K $1.05M 0.00% Add
MFS Investment Management history 113.62K $952.18K 0.00% Add
Citadel Advisors history 69.56K $582.95K 0.00% Reduce
T. Rowe Price Associates history 20.74M $173.78K 0.02% Reduce
Geode Capital Management history 12.83K $107.50K 0.00% Reduce

Q4 2025 — 40 funds

FundSharesValuePortfolio WeightChange
Arrowstreet Capital history 63.53M $454.84M 0.27% Add
Fidelity Management & Research (FMR) history 55.45M $397.03M 0.02% Reduce
JPMorgan Chase & Co history 43.54M $311.75M 0.04% Add
Wellington Management Group history 42.82M $306.58M 0.06% Add
BlackRock Inc history 38.08M $272.65M 0.01% Add
Franklin Resources history 32.47M $232.45M 0.06% Add
Capital Research Global Investors history 30.36M $217.38M 0.04% Add
Viking Global Investors history 28.40M $203.32M 0.54% New
Vanguard Group history 24.16M $172.97M 0.00% Add
Dodge & Cox history 19.12M $136.90M 0.07% Add
Capital World Investors history 13.34M $95.49M 0.01% Add
Baillie Gifford & Co history 9.65M $69.12M 0.06% Reduce
Goldman Sachs Group history 9.19M $65.80M 0.01% Add
Renaissance Technologies history 8.61M $61.62M 0.10% Reduce
Two Sigma Investments history 8.25M $59.07M 0.09% Add
UBS Group AG history 6.29M $45.00M 0.01% Add
Northern Trust Corp history 5.61M $40.14M 0.01% Add
Lazard Asset Management history 5.14M $36.83M 0.06% Reduce
Bank of America Corp history 4.12M $29.48M 0.00% Add
Amundi US history 3.37M $24.16M 0.01% Add
Marshall Wace history 3.31M $23.68M 0.02% New
Morgan Stanley history 2.98M $21.34M 0.00% Reduce
First Eagle Investment Management history 2.79M $20.00M 0.04% Add
Legal & General Investment Management America history 2.58M $18.45M 0.00% Add
Citadel Advisors history 2.01M $14.38M 0.00% Add
Point72 Asset Management history 978.42K $7.01M 0.01% New
Wells Fargo & Co history 829.58K $5.94M 0.00% Add
Oaktree Capital Management history 775.94K $5.56M 10.28% Add
Millennium Management history 750.56K $5.37M 0.00% Reduce
Invesco Ltd history 631.04K $4.52M 0.00% Add
Geode Capital Management history 519.21K $3.72M 0.00% Add
Balyasny Asset Management history 403.76K $2.89M 0.00% Add
Citigroup Inc history 394.04K $2.82M 0.00% Add
Pzena Investment Management history 225.16K $1.61M 0.01% Reduce
BNY Mellon history 182.53K $1.31M 0.00% Add
Deutsche Bank AG history 159.55K $1.14M 0.00% New
PNC Financial Services history 122.08K $874.08K 0.00% Reduce
AQR Capital Management history 101.45K $726.38K 0.00% Add
MFS Investment Management history 101.08K $723.76K 0.00% Add
T. Rowe Price Associates history 22.07M $158.02K 0.02% Reduce

Q3 2025 — 36 funds

FundSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history 63.20M $463.88M 0.03% Reduce
Arrowstreet Capital history 61.13M $448.70M 0.28% Add
JPMorgan Chase & Co history 41.39M $303.78M 0.04% Add
Wellington Management Group history 41.30M $303.12M 0.06% Reduce
BlackRock Inc history 31.65M $232.29M 0.00% Add
Franklin Resources history 30.54M $224.16M 0.06% Reduce
Capital Research Global Investors history 29.22M $214.44M 0.04% Add
Vanguard Group history 23.51M $172.59M 0.00% Reduce
Dodge & Cox history 18.62M $136.69M 0.07% Add
Renaissance Technologies history 14.21M $104.33M 0.14% Reduce
Capital World Investors history 12.88M $94.57M 0.01% Add
Baillie Gifford & Co history 9.88M $72.55M 0.05% Reduce
Goldman Sachs Group history 8.45M $62.04M 0.01% Add
Lazard Asset Management history 5.71M $41.93M 0.06% Reduce
Northern Trust Corp history 5.38M $39.50M 0.01% Add
Two Sigma Investments history 5.11M $37.51M 0.06% Add
Morgan Stanley history 4.38M $32.13M 0.00% Add
UBS Group AG history 4.12M $30.22M 0.01% Reduce
Bank of America Corp history 4.05M $29.76M 0.00% Reduce
Amundi US history 3.20M $22.82M 0.01% Add
Legal & General Investment Management America history 2.50M $18.37M 0.00% Reduce
First Eagle Investment Management history 2.49M $18.29M 0.03% Add
Millennium Management history 1.97M $14.50M 0.01% Add
Oaktree Capital Management history 752.64K $5.52M 10.17% Add
Wells Fargo & Co history 731.32K $5.37M 0.00% Add
Geode Capital Management history 504.08K $3.70M 0.00% Hold
Invesco Ltd history 486.36K $3.57M 0.00% Add
Pzena Investment Management history 408.89K $3.00M 0.01% Hold
Citigroup Inc history 331.62K $2.43M 0.00% Reduce
PNC Financial Services history 165.13K $1.21M 0.00% Add
BNY Mellon history 158.09K $1.16M 0.00% Reduce
Balyasny Asset Management history 87.35K $641.13K 0.00% Reduce
Citadel Advisors history 81.98K $601.73K 0.00% Add
AQR Capital Management history 77.81K $571.15K 0.00% Reduce
MFS Investment Management history 29.22K $214.47K 0.00% Add
T. Rowe Price Associates history 27.78M $203.92K 0.02% Add

Q2 2025 — 39 funds

FundSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history 67.14M $455.87M 0.03% Add
Arrowstreet Capital history 55.85M $379.24M 0.27% Add
Wellington Management Group history 46.00M $312.32M 0.06% Add
JPMorgan Chase & Co history 41.02M $278.51M 0.04% Reduce
Franklin Resources history 30.84M $209.43M 0.06% Reduce
Capital Research Global Investors history 28.89M $196.08M 0.04% Add
BlackRock Inc history 27.67M $187.90M 0.00% Add
Renaissance Technologies history 26.75M $181.63M 0.24% Add
Vanguard Group history 24.18M $164.19M 0.00% Reduce
Dodge & Cox history 17.68M $120.02M 0.07% Add
Capital World Investors history 12.80M $86.90M 0.01% Hold
Baillie Gifford & Co history 10.15M $68.91M 0.05% Reduce
Northern Trust Corp history 5.22M $35.41M 0.01% Reduce
Goldman Sachs Group history 4.96M $33.69M 0.01% Reduce
UBS Group AG history 4.26M $28.94M 0.01% Reduce
Bank of America Corp history 4.22M $28.67M 0.00% Reduce
Morgan Stanley history 3.66M $24.85M 0.00% Reduce
Legal & General Investment Management America history 3.00M $20.39M 0.01% Hold
First Eagle Investment Management history 2.27M $15.39M 0.03% Add
Amundi US history 1.95M $13.27M 0.01% Reduce
Two Sigma Investments history 1.18M $8.01M 0.01% Add
D. E. Shaw & Co history 1.08M $7.33M 0.01% Reduce
Wells Fargo & Co history 718.45K $4.88M 0.00% Reduce
Oaktree Capital Management history 656.76K $4.46M 7.87% Add
Marshall Wace history 656.14K $4.46M 0.01% Add
Balyasny Asset Management history 550.56K $3.74M 0.01% New
Geode Capital Management history 504.08K $3.42M 0.00% Reduce
Millennium Management history 448.19K $3.04M 0.00% New
Pzena Investment Management history 408.89K $2.78M 0.01% Hold
Citigroup Inc history 351.68K $2.39M 0.00% Add
Invesco Ltd history 327.14K $2.22M 0.00% Reduce
BNY Mellon history 166.71K $1.13M 0.00% Reduce
PNC Financial Services history 153.17K $1.04M 0.00% Add
Deutsche Bank AG history 149.60K $1.02M 0.00% New
AQR Capital Management history 141.90K $963.47K 0.00% Reduce
Citadel Advisors history 72.27K $490.68K 0.00% Reduce
T. Rowe Price Associates history 27.44M $186.35K 0.02% Add
MFS Investment Management history 12.58K $85.44K 0.00% Add
Lazard Asset Management history 5.81M $39.47K 0.06% Reduce

Q1 2025 — 37 funds

FundSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history 58.46M $321.52M 0.02% Add
Arrowstreet Capital history 51.41M $282.77M 0.23% Add
JPMorgan Chase & Co history 44.12M $242.66M 0.04% Reduce
Franklin Resources history 31.47M $173.08M 0.05% Add
Vanguard Group history 24.59M $135.26M 0.00% Add
BlackRock Inc history 23.48M $129.12M 0.00% Add
Renaissance Technologies history 21.33M $117.32M 0.18% Add
Dodge & Cox history 17.49M $96.21M 0.06% Add
Capital Research Global Investors history 13.70M $75.36M 0.02% Add
D. E. Shaw & Co history 13.10M $72.03M 0.07% Reduce
Capital World Investors history 12.74M $70.09M 0.01% Add
Baillie Gifford & Co history 10.22M $56.18M 0.05% Add
Citadel Advisors history 9.87M $54.30M 0.01% Add
Northern Trust Corp history 6.96M $38.29M 0.01% Add
Wellington Management Group history 5.91M $32.51M 0.01% Add
Bank of America Corp history 5.34M $29.39M 0.00% Reduce
UBS Group AG history 5.01M $27.57M 0.01% Reduce
Goldman Sachs Group history 5.00M $27.48M 0.01% Reduce
Morgan Stanley history 4.14M $22.76M 0.00% Reduce
Legal & General Investment Management America history 3.00M $16.49M 0.00% Add
AQR Capital Management history 2.47M $13.60M 0.01% Add
Amundi US history 2.01M $11.43M 0.00% Add
First Eagle Investment Management history 2.05M $11.29M 0.02% Add
Two Sigma Investments history 1.06M $5.82M 0.01% Add
Wells Fargo & Co history 756.67K $4.16M 0.00% Add
Geode Capital Management history 637.69K $3.51M 0.00% Reduce
Invesco Ltd history 585.01K $3.22M 0.00% Add
Marshall Wace history 518.51K $2.85M 0.00% Reduce
Oaktree Capital Management history 454.02K $2.50M 3.80% New
Pzena Investment Management history 408.89K $2.25M 0.01% Add
BNY Mellon history 179.02K $984.62K 0.00% Add
Citigroup Inc history 165.78K $911.76K 0.00% Reduce
PNC Financial Services history 140.36K $771.99K 0.00% Add
Point72 Asset Management history 100.80K $554.40K 0.00% Reduce
MFS Investment Management history 12.50K $68.74K 0.00% Add
Lazard Asset Management history 6.07M $33.36K 0.06% Add
T. Rowe Price Associates history 5.65M $31.09K 0.00% Add

View all 48 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Capital Research Global Investors 94.96M 84.61M 30.36M 29.22M 28.89M 13.70M 12.32M 15.28M 15.24M 15.26M 2.72M 2.74M 2.73M 3.82M 3.81M 2.37M 2.37M — — —
Arrowstreet Capital 45.30M 55.48M 63.53M 61.13M 55.85M 51.41M 48.02M 43.87M 41.00M 15.49M 9.40M 2.12M 466.60K — 10.74M 10.80K — — — —
BlackRock Inc 43.66M 55.20M 38.08M 31.65M 27.67M 23.48M 19.89M 22.09M — — — — — — — — — — — —
JPMorgan Chase & Co 43.34M — 43.54M 41.39M 41.02M 44.12M 47.49M 50.83M 48.23M 71.74M 210.00K 210.00K 210.00K 15.94M 15.46M 18.01M 29.50M 17.55M 51.00K 50.00K
Fidelity Management & Research (FMR) 36.56M 46.16M 55.45M 63.20M 67.14M 58.46M 51.04M 23.48M 185.03K 191.44K 174.87K 18.36K 27.40K 15.00K 59.87K 15.58K 10.79K 9.99K 274 43.67M
Franklin Resources 34.35M 33.99M 32.47M 30.54M 30.84M 31.47M 28.39M 27.90M 27.55M 27.56M 27.61M 28.83M 30.93M 33.15M 33.14M 31.21M 29.96M 30.32M 33.48M 32.81M
Bank of America Corp 22.29M 10.52M 4.12M 4.05M 4.22M 5.34M 25.58M 6.22M 5.49M 5.28M 4.78M 22.03M 17.51M 17.75M 27.49M 7.77M 36.36M 18.34M 40.12M 35.33M
Dodge & Cox 18.19M 19.17M 19.12M 18.62M 17.68M 17.49M 16.62M 15.56M 15.23M 15.81M 15.91M 18.23M 18.51M 18.33M 15.28M 24.15M 28.53M 28.47M 26.06M 24.07M
Goldman Sachs Group 14.10M 15.34M 9.19M 8.45M 4.96M 5.00M 6.09M 5.59M 4.58M 17.05M 53.20M 64.66M 54.75M 92.56M 20.75M 72.81M 75.62M 99.12M 138.76M 82.14M
Two Sigma Investments 14.05M 20.09M 8.25M 5.11M 1.18M 1.06M 224.00K 12.04M 10.86M — 86.60K 86.60K 86.60K 86.60K — — — 17.93M — 104.40K
Morgan Stanley 11.45M 12.18M 2.98M 4.38M 3.66M 4.14M 41.24M 4.32M 3.82M 4.83M 8.60M 4.09M 6.84M 3.19M 6.57M 5.04M 24.12M 5.39M 51.09M 7.86M
Baillie Gifford & Co 7.15M 8.23M 9.65M 9.88M 10.15M 10.22M 9.28M 9.56M 9.13M 9.23M 15.03M 14.59M 14.91M 15.48M 15.98M 19.00M 18.69M 18.61M 19.14M 50.31M
Capital World Investors 6.27M 6.26M 13.34M 12.88M 12.80M 12.74M 10.15M 10.18M 10.18M 8.65M 5.26M 5.26M 5.24M — — — — — — —
UBS Group AG 5.93M 6.40M 6.29M 4.12M 4.26M 5.01M 5.95M 4.24M 6.07M 6.01M 8.79M 6.40M 6.54M 3.74M 5.04M 6.64M 3.69M 3.33M 12.04M 9.18M
Northern Trust Corp 5.41M 5.60M 5.61M 5.38M 5.22M 6.96M 4.23M 4.04M 3.97M 2.38M 3.26M 3.07M 3.04M 2.79M 1.86M 2.01M 1.87M 1.80M 4.59M 5.67M
Amundi US 5.29M 4.00M 3.37M 3.20M 1.95M 2.01M 1.47M 1.40M 1.41M 1.36M 1.32M 1.32M 1.41M 1.43M 1.31M 3.20M 3.02M 3.07M — 205.98K
Lazard Asset Management 5.01M 5.20M 5.14M 5.71M 5.81M 6.07M 4.32M 6.37M 3.65M 3.47M 3.97M 4.07M 6.69M 4.10M 1.33M 2.13M 2.26M 2.78M 2.44M 3.10M
Invesco Ltd 4.79M 3.83M 631.04K 486.36K 327.14K 585.01K 368.49K 541.64K 408.31K 434.56K 374.41K 201.55K 207.31K 177.71K 202.05K 197.04K 191.85K 223.13K 1.31M 1.41M
Point72 Asset Management 4.55M — 978.42K — — 100.80K 573.20K — 115.40K 151.20K 24.10K 14.10K — — — — — — — —
First Eagle Investment Management 3.54M 3.31M 2.79M 2.49M 2.27M 2.05M 1.58M 1.63M 1.51M 1.40M 1.29M 1.19M 1.09M 917.88K 743.72K 621.91K 447.04K 322.74K 219.02K 56.94K

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